Pass PL-900 Exam Guide

A company uses a third party application and an approval process via email. At the end of the month, the IT department enters the data into Microsoft Excel to create pivot charts.

The Excel pivot charts must use the same data source as Dynamics 365 Field Service to generate charts and reports.

You need to recommend a solution.

What should you recommend? To answer, select the appropriate configuration in the answer area.

NOTE: Each correct selection is worth one point.

This question requires that you evaluate the BOLD text to determine if it is correct.

A company requires that service representatives schedule customer visits every six months. Each service representative is required to enter a scheduled task for the next checkup as they are leaving a client site. A service representative wants to automate task entry by creating a business process flow that can be initiated from the service call screen on a phone.

Review the underlined text. If it makes the statement correct, select “No change is needed.” If the statement is incorrect, select the answer choice that makes the statement correct.

A company uses Dynamics 365 Sales. Every time an opportunity is created, a Power Automate flow runs to email the opportunity to the sales manager.

The sales manager leaves the company. You disable all accounts for the sales manager.

You need to ensure that the new sales manager automatically receives email about opportunities when they are created.

What should you do?

You are building a Power Automate flow to manage sales.

The sales team saves quotes as PDF files to a Microsoft OneDrive folder. You create a Microsoft SharePoint list to help the sales team manage follow ups to quotes. You need to copy the customer name, phone number, and the amount of the potential sale from the sales quote and insert the data into the SharePoint list. Which Al Builder model should you use?